Changing an Existing Project Enrollment or Type

The following are steps users can take to change existing project enrollments or the type for their own agency's enrollments:

1. Navigate to the client’s record and then the Entry/Exit tab
2. Edit the Entry Assessment of the enrollment that needs to be corrected by clicking the pencil icon to its left.
3. Save and Continue
4. At the top, locate the Provider drop-down and select the new/correct project.
5. If the new project is associated with a different funder, change the type with the corresponding response.
6. Click Update.

These steps need to be completed when: 

1. Clients need to be transferred to a new project due to a user error or a closed project
2. The incorrect type was originally selected, causing the wrong or no assessments to populate